Signet Financial Management, LLC
Assets Under Management
$1.1B
Number of Clients
708
Number of Advisors
12
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$88.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Signet Financial Management provides investment management and financial planning to individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Signet offers wealth management services, including investment portfolio management and financial planning. They may use independent managers for a portion of a client's portfolio. Signet also provides retirement plan advisory services to plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K+ | 1.00% |
Options overlay strategies are available to clients with a minimum of $1 million in assets under management and charge 1.50% annually. Fees may be negotiable.
Fee Estimator
Areas of Practice
Location
400 Interpace Parkway, Building C, 2nd Floor, Parsippany, NJ, 07054